41st Annual Trusts and Estates Seminar 2022 (On Demand Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Designation Credit: 6.0 Trusts and Estates, 1.0 Ethics
(Designations Information)
GAL for Incapacitated
Persons CE Credit
6.0 (GAL Information)
Price: $309 (Includes a downloadable audio version.)
Viewable Through: 08/31/2025


A pre-recorded streaming VIDEO replay from the October 2022 live seminar, 41st Annual Trusts and Estates.

Cosponsored with the Trusts and Estates Section of the Virginia State Bar

Supported by TCV Trust & Wealth Management, Commonwealth Community Trust, and Nottingham Life Settlements

You need practical, real-world information on planning, drafting documents, and administering estates, something you can put to use every day. This year’s conference featured topics extremely important for your estate planning practice.

The downloadable e-book seminar materials are simply invaluable: “Priceless.” They serve as a great reference tool for many, many years in your office.

This year’s topics include:

  • Important updates on federal and Virginia tax developments, cases, and legislation
  • Estate planning changes with the rising interest rates
  • Trending digital assets
  • Laws governing Pooled Special Needs Trusts—their benefits and complexities
  • Ethics issues that lawyers face in the trusts and estates field
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The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Michael H. Barker

This outline covers all the past year's legislation, cases, regulations, revenue rulings and procedures, and selected private letter rulings and proposed legislation regarding the income, estate, gift, and generation-skipping transfer tax laws of importance to estate planning.

Virginia Developments in Estate Planning and Administration
Alvi Aggarwal
The latest on new Virginia legislation and case law.
Pooled Special Needs Trust: An Important Estate Planning Tool to Preserve Assets and Protect Public Benefits
Joanne Marcus, Shannon Laymon-Pecoraro

If your client has special needs, or has a loved one with special needs, traditional estate planning goals may not be sufficient. The complexity of care often required by a person with special needs creates unique planning challenges. Legally based planning tools must be properly applied to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve his/her quality of life. A pooled special needs trust (PSNT) is an effective option for individuals or families considering a special needs trust.  This presentation will discuss the law governing PSNTs, its benefits and complexities.

Estate Planning for Changes in Retirement Plans and a Rising Interest Rate
John Peterson, Alex Powell

This presentation will cover two separate but equally relevant topics in estate planning today. Recent changes that accelerate post-death minimum distributions from IRAs have effectively killed the “stretch IRA.” All estate plans and beneficiary designations for clients with substantial retirement plan assets should be reviewed and possibly modified, especially for clients intending to name a trust beneficiary. The first part of this presentation will provide a review of the new rules and key concepts for the non-specialist practitioner. The second part of the presentation will discuss the most advantageous estate planning techniques for a high-interest-rate environment and those techniques to avoid as interest rates climb higher.

Ethical Issues Facing Trusts and Estate Lawyers
Stephen W. Murphy
This interactive session will use hypotheticals to explore ethics issues likely to face lawyers involved in trust and estate planning and administration.  Among other things, the session will focus on:  defining the "clients" in multigenerational family and joint representation settings; conflicts during trust and estate planning, between clients' interests (including assisting one client in disinheriting another client), and between clients and their lawyers (including dealing with impaired clients); unauthorized practice of law and multijurisdictional practice issues involved in trust and estate planning; privilege issues (including the impact of family members' and agents' participation in privileged communications); lawyers' liability to non-clients for negligent estate planning; conflicts arising during the administration process (including properly characterizing the "client" when representing an executor or trustee); privilege ownership after a decedent's death.
Estate Planning and Administration Considerations for Digital Assets and Cryptocurrency
Jennifer Lucey, Raffi Teperdjian
This CLE will provide an overview of the technology behind trending digital assets, including cryptocurrencies and non-fungible tokens, so practitioners can better understand how to advise their clients in planning for and administering these types of assets. The presentation will then move on to discuss the private and public regimes governing these assets, as well as estate planning and administration considerations when planning for and administering digital assets, focusing on cryptocurrencies and non-fungible tokens.



Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Michael H. Barker, McGuireWoods LLP / Richmond
Shannon Laymon-Pecoraro, Hook Law Center, PC / Virginia Beach
Jennifer Lucey, Lucey Law, PLLC / Washington, DC
Joanne Marcus, Commonwealth Community Trust / Richmond
Stephen W. Murphy, McGuireWoods / Charlottesville
John M. Peterson, Kaufman & Canoles, PC / Norfolk
Alexander W. Powell, Jr., Kaufman & Canoles, PC / Williamsburg
Raffi Teperdjian, Protocol Labs / Falls Church


Peter Holstead Davies, Davies & Davies / Lynchburg

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